+1,142.9%
GPC vs IBN
+1,726.4%
-583.4%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.2% | -5.5% | -2.0% |
| 7D | +1.6% | +15.1% | -13.5% | -0.8% |
| 30D | -2.1% | +21.6% | -23.7% | -5.3% |
| 3M | -6.8% | +11.2% | -18.0% | -8.5% |
| 6M | +18.6% | +27.8% | -9.2% | +13.8% |
| YTD | +2.7% | +14.7% | -12.0% | +0.2% |
| 1Y | +1.8% | +14.4% | -12.6% | -0.7% |
| 3Y | +1.1% | +52.1% | -51.0% | -6.4% |
| 5Y | +4.1% | +70.7% | -66.6% | -5.8% |
| 10Y | +88.2% | +385.5% | -297.3% | +41.3% |
| All | +1,142.9% | +1,726.4% | -583.4% | +648.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded IBN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling